Getting started with sales-i

A bespoke sales training package to suit your company, no matter the shape, size or location

In-house training

Bringing your team into sales-i is a great way to dedicate time to learning without the normal day-to-day distractions. In-house is ideal if you are able to take your team off the road for a day or the team would benefit from a more hands-on approach to CRM training and using SaaS.

On site training

If you’re based in the UK and can’t make it to our offices, there’s no need to worry. One or more of our training team may be able to come out to you and setup the training day at your offices for in-depth sales team training. For more details, simply get in touch.

Online training

We also host live CRM webinars and SaaS tutorials so your team can login and learn, right from their desks. This provides easy access to sales training, giving your team the ability to learn in their own environment, and can be particularly useful if your team is spread out geographically.

One support site with every source of information you could possibly need

Download

Our cheat sheets answer our users’ most common queries, while the comprehensive SaaS guides will show you the ins and outs of some of the system’s key areas.

Watch

sales-i TV is our dedicated online training channel, with How To videos, webinar sessions and videos explaining the latest updates to keep you in the know.

Read

No matter whether you’re using sales-i on PC, iOS or Android, our extensive library of How To guides can teach you all you need to know about the system.

Visit

Please bear in mind that you’ll need to login using your sales-i login details and password.

Got a question? You might just find what you need in our FAQs

What is Business Intelligence?

Simply put, Business Intelligence gives you the business information you need, when you need it. Companies today are packed full of information and data, much of which is noise. Business Intelligence makes sense of the noise and picks out the key nuggets of information that will add read value to your organization. The best thing? It does this on a daily basis, meaning you get a real, tangible return on your data.

What is CRM?

CRM stands for Customer Relationship Management. Do you know when you last spoke to an account, who is your key contact there, or what was the outcome of the last meeting? A CRM system will give you the answers to all these questions, helping you to manage and keep track of every interaction with your customer base.

How does sales-i work?

Simple. We analyze the past two years of your accounting data from your back office system. sales-i intelligently trends, tracks and monitors your customers' buying behavior, alerting your sales team to every opportunity, every competitive threat and every change in a sales pattern.

The system activity looks for and finds reasons to call your customer base; all your salespeople need do is pick up the phone and dial.

Will it work on my mobile/smartphone/tablet?

Absolutely. Our dedicated apps for Apple and Android devices ensure that no matter where your sales team end up, they'll still be connected to the heart of your business.

Our app even makes key pieces of information such as meeting locations, account reports and contact details available offline. Pretty handy, even if we do say so ourselves.

What makes sales-i the best?

sales-i is the single business, sales AND customer intelligence solution, integrating your ‘hard’ accounting data with your ‘soft’ customer data. We mash this information together into one intuitive interface, giving your company and your sales team the power to sell smarter and make better decisions.